Oportun Financial Corporation Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| FINDELL CAPITAL MANAGEMENT LLC | 05/15/2025 | 3.40 M | $20.73 M | -1.97% | 7.48% |
| MILLENNIUM MANAGEMENT LLC | 05/15/2025 | 1.94 M | $10.63 M | 28.86% | 4.26% |
| LONG FOCUS CAPITAL MANAGEMENT, LLC | 05/15/2025 | 1.52 M | $8.32 M | -12.93% | 3.33% |
| VANGUARD GROUP INC | 05/09/2025 | 1.41 M | $7.73 M | 10.04% | 3.10% |
| BOOTHBAY FUND MANAGEMENT, LLC | 05/15/2025 | 1.31 M | $7.21 M | -9.29% | 2.89% |
| MARSHALL WACE, LLP | 05/15/2025 | 1.10 M | $6.06 M | 280.44% | 2.43% |
| ACADIAN ASSET MANAGEMENT LLC | 05/21/2025 | 1.06 M | $5.79 M | 18.88% | 2.32% |
| BLACKROCK, INC. | 05/02/2025 | 862.70 K | $4.74 M | -1.94% | 1.90% |
| PORTOLAN CAPITAL MANAGEMENT, LLC | 05/15/2025 | 818.35 K | $4.49 M | 100.00% | 1.80% |
| TWO SIGMA ADVISERS, LP | 05/15/2025 | 723.00 K | $3.97 M | 42.18% | 1.59% |
| ACUITAS INVESTMENTS, LLC | 04/28/2025 | 714.39 K | $3.92 M | -37.89% | 1.57% |
| DIMENSIONAL FUND ADVISORS LP | 05/13/2025 | 705.30 K | $3.87 M | 24.10% | 1.55% |
| GLYNN CAPITAL MANAGEMENT LLC | 05/07/2025 | 588.23 K | $3.23 M | 0.00% | 1.29% |
| SUMMA CORP. | 04/21/2025 | 562.34 K | $3.09 M | -0.26% | 1.24% |
| TWO SIGMA INVESTMENTS, LP | 05/15/2025 | 557.91 K | $3.06 M | 78.49% | 1.23% |
| MADRONE ADVISORS, LLC | 05/14/2025 | 540.63 K | $2.97 M | 0.00% | 1.19% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/14/2025 | 499.70 K | $2.74 M | 1,095.65% | 1.10% |
| BOSTON PARTNERS | 05/13/2025 | 496.87 K | $2.73 M | 100.00% | 1.09% |
| RENAISSANCE TECHNOLOGIES LLC | 05/14/2025 | 487.50 K | $2.68 M | 14.81% | 1.07% |
| CITADEL ADVISORS LLC | 05/15/2025 | 446.67 K | $2.45 M | 146.37% | 0.98% |
| CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 05/12/2025 | 336.84 K | $1.85 M | 114.14% | 0.74% |
| GEODE CAPITAL MANAGEMENT, LLC | 05/13/2025 | 335.45 K | $1.84 M | 5.80% | 0.74% |
| GOLDMAN SACHS GROUP INC | 06/27/2025 | 313.45 K | $1.72 M | 499.33% | 0.69% |
| RBF CAPITAL, LLC | 05/15/2025 | 311.11 K | $1.71 M | -64.83% | 0.68% |
| WALLEYE CAPITAL LLC | 05/14/2025 | 294.04 K | $1.61 M | 374.23% | 0.65% |
| BANK OF AMERICA CORP /DE/ | 05/15/2025 | 272.77 K | $1.50 M | 345.76% | 0.60% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 05/15/2025 | 258.02 K | $1.42 M | 100.00% | 0.57% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 05/15/2025 | 251.18 K | $1.38 M | 5.66% | 0.55% |
| D. E. SHAW & CO., INC. | 05/15/2025 | 221.02 K | $1.21 M | 168.49% | 0.49% |
| KENNEDY CAPITAL MANAGEMENT LLC | 05/13/2025 | 210.20 K | $1.15 M | -43.93% | 0.46% |
| BERGER FINANCIAL GROUP, INC | 05/12/2025 | 196.54 K | $1.08 M | 13.67% | 0.43% |
| JANE STREET GROUP, LLC | 05/19/2025 | 191.07 K | $1.05 M | 238.63% | 0.42% |
| MORGAN STANLEY | 05/15/2025 | 188.14 K | $1.03 M | 189.84% | 0.41% |
| JPMORGAN CHASE & CO | 05/12/2025 | 171.63 K | $942.24 K | 107.22% | 0.38% |
| EAM INVESTORS, LLC | 05/13/2025 | 149.33 K | $819.84 K | 100.00% | 0.33% |
| CUBIST SYSTEMATIC STRATEGIES, LLC | 05/15/2025 | 140.20 K | $769.69 K | 164.13% | 0.31% |
| INVESCO LTD. | 05/12/2025 | 139.83 K | $767.68 K | -15.19% | 0.31% |
| EMG HOLDINGS, L.P. | 05/14/2025 | 139.17 K | $764.05 K | -77.67% | 0.31% |
| STATE STREET CORP | 05/15/2025 | 134.78 K | $739.96 K | 20.25% | 0.30% |
| EMPOWERED FUNDS, LLC | 05/16/2025 | 124.98 K | $686.14 K | 7.53% | 0.27% |
| GSA CAPITAL PARTNERS LLP | 05/08/2025 | 100.18 K | $550.00 K | 1.62% | 0.22% |
| BALYASNY ASSET MANAGEMENT L.P. | 05/15/2025 | 94.80 K | $520.43 K | 362.64% | 0.21% |
| VERITION FUND MANAGEMENT LLC | 05/15/2025 | 91.47 K | $502.19 K | 100.00% | 0.20% |
| GLOBEFLEX CAPITAL L P | 05/12/2025 | 81.80 K | $449.08 K | 0.00% | 0.18% |
| OMERS ADMINISTRATION CORP | 05/14/2025 | 77.50 K | $425.48 K | 149.20% | 0.17% |
| SQUAREPOINT OPS LLC | 05/15/2025 | 76.42 K | $419.57 K | 277.01% | 0.17% |
| WINTON GROUP LTD | 05/15/2025 | 73.46 K | $403.31 K | 100.00% | 0.16% |
| JUMP FINANCIAL, LLC | 05/14/2025 | 71.92 K | $394.83 K | 100.00% | 0.16% |
| XTX TOPCO LTD | 05/08/2025 | 68.08 K | $373.76 K | 100.00% | 0.15% |
| HRT FINANCIAL LP | 05/15/2025 | 66.72 K | $366.00 K | 100.00% | 0.15% |
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Oportun Financial Corporation institutional Ownership - FAQ's
During the previous two years, 110 institutional investors and hedge funds held shares of Oportun Financial Corporation. The most heavily invested institutionals were:
FINDELL CAPITAL MANAGEMENT LLC: 3.4 M
MILLENNIUM MANAGEMENT LLC: 1.94 M
Long Focus Capital Management, LLC: 1.52 M
VANGUARD GROUP INC: 1.41 M
BOOTHBAY FUND MANAGEMENT, LLC: 1.31 M
MARSHALL WACE, LLP: 1.1 M
56.58% of Oportun Financial Corporation stock is owned by institutional investors.
Institutional investors have bought a total of 29.77 M shares in the last 24 months. This purchase volume represents approximately $210.76 M in transactions.